Common acceptance errors

The grant shows Accepted on your end, but the employee's portfolio is empty. This is a known issue with a specific cause.

What happened:

A bulk cap table update occurred at almost the same time as the holder's acceptance. The security shows as signed on the Approvals tab but gets stuck in a Pending state on the Securities Ledger — so it never posts to their portfolio.

The fix:

Carta support needs to retract the holder's signature so the grant reappears in their Tasks tab as an unsigned action. They re-sign, it processes cleanly, and shows up in their portfolio. This is a back-end action — you can't do it from the admin panel.

Contact APAC support with the company name and holder details. It typically resolves same business day:

To avoid it in future: If you're making bulk cap table updates (a financing round, a bulk import), try not to do that at the same time as sending grant acceptance invitations. A few hours' gap is enough.